Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, eachEmail id
My old email id from which i logged in is no longer available with me. I want to change my email id but i am not able to do it. Can somebody provide any assistance?Grouped Files are completely missing
I made a new note and suddenly all the other notes in groups in that specific folder had suddenly vanished, not in the trash or another folder, completely gone for good, even on the web version. What happened and please how can I get these files backApostrophes stop Analytics dashboard rendering when embedded in Creator
I have an Analytics dashboard which I am embedding into a Creator page, prefiltered to the organisations that the user belongs to. This works beautifully, except when an organisation name includes an apostrophe, at which point the Creator page thinksUser data loss
Hello Zoho Team, After the scheduled server maintenance you had, half of my Zoho notebook notecards are gone, not showing in notebook desktop app, notebook web app. And not even in the trash folder. It had some important notes related to my studies. ThisZoho Gmail Extension Not Working Properly
Hello. I am having an issue where the zoho extension added to my gmail isn't working properly. First of all, I cannot open the notebook from the sidebar. I did in the beginning, now I have no idea how to open the notebook. And added some things. Now itProblem to link zoho CRM to Zoho Desk
Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.SalesIQ chat not showing up on mobile with react native
I have Guided Conversations and SalesIQ Chat enabled in Zoho Desk. But only Guided Conversations is displayed in the app. Can you help me figure out what I might be missing? Why is SalesIQ Chat not showing up? Thanks'Operation Failed' when trying to enable Zoho CRM in Zoho SalesIQ
Hi there - I am Administrator for both and when trying to enable Zoho CRM in Zoho SalesIQ I am getting 'Operation Failed' message. I am newish to Zoho and inspired following the Zoholics Sydney this week. Thank you in advance. Sue.CTRL+Space open Smartchat window instead of Show hint
Dears, Is anyone facing the same issue as me, when using Deluge Editor, it always opens the Smart Chat instead of showing a hint when I press Ctrl + Space. This just happened recently to me and this is frustrating.Taxes on per diems
Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for usersinvokeurl function in Flow to add record in Creator returning response EXTRA_KEY_FOUND_IN_JSON
I'm attempting to create a function in Zoho Flow to add a new record to our Zoho Creator app, but keep getting this response: { code : 2945, description : "EXTRA_KEY_FOUND_IN_JSON" } Here is my function: string createOWSinstallOrders(int customerZohoID,Zoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?
Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there anyemail
the system doesnt allow me to send single emails . Mass emails works fineZoho Forms only shows Lead Standard Layout
Hi, I have this issue where Zoho Forms integration with Zoho CRM is only showing the Standard Lead Layout. But in my CRM I've created an alternative layout. I really need that leads enters into the CRM with the alternative layout, because I set up a specificMaximum number of entries
Please help me with solutions on this error message "You have reached the maximum number of entries allowed" Thanks.CRM Multiple Addresses
In my CRM I have renamed contacts to customers and have their details......when it comes to address I have their address currently in 1 multiline box rather than all separate. I also need the customers to be able to have Site Addresses sometimes moreData Prep not loading
Problem is simple, it just fails to load. Peace RobinCan you edit individual fields data manually in dataprep?
I just need to affect a manual change in a number of fields. Can I do this in dataprep, ie is there a transformation that can do this or it is fixed only to the formulas available to the column? Peace A HumanSome Issues in Zoho Flow
Hi Zoho Team Have you seen something strange in Flow? I received some complaints and looking at the flows I see that they were not processed correctly, this was 1 hour ago, can you confirm if there were problems in Zoho Flow, Datacenter US? All my flowsCannot access Zoho Desk (Support)
Hello, I have an issue similar to this thread. A Zoho Desk user in our account is able to verify access to their profile. However when they choose "Access Zoho Support" they are redirected to a page with title "Sign Up for Enterprise Plan". Screenshot is attached. This user should be an administer on our Zoho Desk. The user email is keewah.chung@exprealty.com Our portal ID is: exprealty Any help with this login issue would be much appreciated. Thanks!Zoho OneAuth on Windows 11 Pro Keeps Crashing And NOT Working / TOTP Codes Generated on Android Phone Do NOT Work Consistently
There are major problems with using Zoho OneAuth on both Windows 11 and also on Android from past few days. 1. My Windows 11 computer is fully updated with all patches and security updates from Windows Updates. I have installed Zoho OneAuth on my WindowsProblem with Reply/Forward using alias
Hello, Case: I sent an email from alias and then I want to reply or forward my own message. Problem: In Zoho mail Desktop: When replying, in 'From' field by deafult appears my main e-mail address (not alias) When forwarding, in 'From' field by deafulterror using smtp
I got error when using stmp , shows "C4 NO [ALERT] The server details you are using seems incorrect" But my password is correct, any idea why?Flows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in theAutomatic replies clogging up our Ticketing System
Hi All, I was hoping someone might have some ideas or solutions about how to manage email autoreplies. When our marketing team send out mass emails through campaigns this can sometimes send a wave of auto replies into desk even when they use a donotreplyCreating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projectsAnyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!zohosheet keep loading and don't know how to fix it
one of my zoho sheet is getting slow. How to fix it.Open Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browserDrill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,Problem with Width and Height on iframed embedded reports
I am trying to make the embedded report to take 100% of the widget width and height but the only values that works are pixels. Is there any way to use auto, 100%, etc This is a page with two widget. The top widget shows master records and the widget belowNodemailer times out but it worked before.
Hi, I use the following trnasport settings to send mails programmatically. It worked twice and then stopped by raising a timeout error: Error: queryA ETIMEOUT smtp.zoho.eu { "host": "smtp.zoho.eu", "secure": true, "port": 465, "auth": { "user": "mymail@example.com",zoho mail outlook synchronisatie probleem
Goedendag, We hebben problemen met de synchronisatie van de mail als we de mailbox toevoegen aan outlook gaat hij deze netjes synchroniseren. Als hij klaar is dan komen daarna niet de nieuwe mails meer binnen. ook niet bij herstart outlook of pc. Ik dagMultiple notifications/invites sent when creating an interview
Hi! For some reason, the interview invite notifications are sending 2-3 times to the recipients. We only schedule the interview once. Below is a profile link of a sample candidate. https://recruit.zoho.com/recruit/org741554476/EntityInfo.do?module=Candidates&id=618119000002691511&submodule=Candidatesvarious email issues on multiple domains Monday 11th
I have several different domains and today Monday 11th I am getting very strange behaviour. On IMAP connected clients, not all new mail is being delivered, some new mail is delivered hours late. Deleted messages are reappearing. In the zoho webmail theimap blocked
Hello, my domain is (infinitexgroup.com) and my email address is mohamed.bakr@infinitexgroup.com IMAP has been blocked and when I try to unblock it, an error message appears. Please help.SMTP Access Restricted error: 554 5.7.8 for app outgoing mail
Good day We have been experiencing failed outgoing mails from our app with the above error showing. Tried googling the problem and nothing's coming up. Could you kindly please assist as our app is heavily reliant on these emails. Full error as below.Can't connect to poppro.zoho.com from outlook
Greetings, We are facing a problem with our emails, since none of them can connect to the poppro server via outlook (it started a few hours ago). Our settings:Cannot login to IMAP all of a sudden
This morning in Australia my Android and MacOS email clients can no longer login to IMAP. It's asking for a password. This has not happened before. Is there a technical issue? I can still login from the web browser though.Next Page
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2025 Highlights: A Year of Steady Progress and Significant Developments
As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management. In the Spotlight Introducing Online Booking (US edition only - Early access) Enable onlineFunction #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to anNew in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formTurning the page for Zoho SalesIQ: 2025 to 2026
As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, makingZoho Directory 2025: New Features | Security Enhancements | Enriched UI
Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smoother
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Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, howeverAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toSynchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Marketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howBuilding Toppings #3 -Testing and publishing Bigin toppings
Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate
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